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Desjardins

Securities Advisor

Desjardins

Investment Assistant developing and maintaining business relationships with clients and members. Supporting securities product sales and assisting with compliance and administrative tasks.

Posted 7/16/2026full-timeMontréal • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong relationship management and sales capabilities, with a focus on securities products and services. Proficient in compliance and administrative support, with bilingual communication skills in French.

Highest-signal resume keywords
Business Relationship ManagementSecurities SalesClient NegotiationCompliance SupportBilingual Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Securities Products KnowledgeBudget MonitoringAdministrative AssistanceClient SolicitationInformation Request Handling
Soft Skills
Relationship BuildingNegotiation SkillsClient Support
Industry Keywords
Business DevelopmentClient ManagementDistribution ChannelsCompliance

About the role

Key responsibilities & impact
  • Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
  • Sell securities products and services through various distribution channels
  • Drive results to handle special information requests from clients
  • Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
  • Provide administrative assistance in the areas of compliance, budget monitoring, and management of administrative staff

Requirements

What you’ll need
  • General college diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required

Benefits

Comp & perks
  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment